Gifts of Stock to the Land Trust

Gifts of securities are fully tax-deductible at their market value at the time of your contribution.

Step 1: Your Broker      

Ask your stockbroker or brokerage to make a direct electronic transfer of the stock certificates to the Land Trust’s account using the following information:

DTC#  0164
Account name: Land Trust of Santa Cruz County
Account number: 6708-9810 (Charles Schwab)

Mike Allard ( email )
Scharf Investments
Phone: 831.429.6513
Fax: 831.429-5216

Give your broker the Land Trust of Santa Cruz County’s taxpayer identification number: 94-2431856

Step 2:  The Land Trust         

We cannot properly acknowledge your gift unless you notify us as soon as your transfer instructions have been given to your broker.  Your broker will not necessarily notify us and our broker may not know the originating source of the donation.

Please fill in the form below.  All fields are required.

Your Name:

Address:

City: State: Zip:

Name of stock you are donating:

Number of shares of stock you are donating:

Date of your stock gift:

Email Address:

Telephone Number:

For further questions, please contact:

Stephen Slade, Deputy Director ( email )
Land Trust of Santa Cruz County

Phone: 831-429-6116, extension 303